Box 14 1099R - state tax withheld- is equal to state distribution.. how to fix this?

Forum|Forum|5 years ago
March 17, 2021
2 replies
28 views

ny refund is 4,350; box 14 is 4,349.88

TurboTax Premier Online

macuser_22

Alumni - Champ

NOTE: prior to 2020 the state tax was in boxes 12-14, 2020 renumbered those boxes to 14-16.

Box 16 is not usually required because it has been an 1099-R industrial standard for many years that if there is only one state in box 14 & 15 then the box 1 amount does not need to be allocated between two states - the entire box 1 amount is understood to be the state distribution so box 16 is just left blank.

But recently, there are at least two states (one being NY) that will reject 1099-R's with a state tax and a blank box 16 so it is okay to enter the box 1 amount into box 16 to satisfy the states requirement.

**Disclaimer: This post is for discussion purposes only and is NOT tax advice. The author takes no responsibility for the accuracy of any information in this post.**

TuboComet20

Level 2

Thank you. It is disappointing that Fidelity doesn't fill-in 1099-R box 16 with the gross amount. I am also disappointed that TurboTax will not transmit returns unless the user manually puts the gross amount in 1099-R box 16.